KL
UMBF icon

KWMG LLC’s UMB Financial UMBF Stock Holding History

KWMG LLC’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,963
Closed -$733K – 138
2020
Q3 		$733K Hold
14,963
– – 0.15% 108
2020
Q2 		$771K Hold
14,963
– – 0.17% 106
2020
Q1 		$694K Sell
14,963
-1,000
-6% -$60.8K 0.19% 101
2019
Q4 		$1.1M Hold
15,963
– – 0.24% 89
2019
Q3 		$1.03M Hold
15,963
– – 0.25% 87
2019
Q2 		$1.05M Hold
15,963
– – 0.25% 85
2019
Q1 		$1.02M Sell
15,963
-3,388
-18% -$224K 0.25% 84
2018
Q4 		$1.18M Buy
19,351
+3,388
+21% +$220K 0.32% 85
2018
Q3 		$1.13M Buy
15,963
+194
+1% +$14.6K 0.29% 82
2018
Q2 		$1.2M Hold
15,769
– – 0.33% 83
2018
Q1 		$1.14M Hold
15,769
– – 0.34% 80
2017
Q4 		$1.13M Hold
15,769
– – 0.34% 84
2017
Q3 		$1.18M Hold
15,769
– – 0.39% 84
2017
Q2 		$1.18M Buy
+15,769
New +$1.15M 0.42% 83

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KWMG LLC's UMBF Position: Q4 2020 in Review

KWMG LLC sold out of UMB Financial (UMBF) in Q4 2020, closing a stake of 14,963 shares — an estimated $733K sold.

KWMG LLC first reported a position in UMBF in Q2 2017 and held it in 14 quarters. The position peaked at $1.2M in Q2 2018. 232 funds tracked by Wall St. Rank hold UMBF as of Q4 2020.

  • KWMG LLC reported no remaining UMB Financial position as of Q4 2020 after selling out during the quarter.
  • KWMG LLC sold 14,963 UMB Financial shares in Q4 2020, an estimated $733K.
  • KWMG LLC first reported a position in UMB Financial in Q2 2017 and held it in 14 quarters.
  • KWMG LLC's UMB Financial position peaked at $1.2M in Q2 2018.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q4 2020.

Based on KWMG LLC's 13F filing for Q4 2020, filed 25 Jan 2021.